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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,331 | $83,369-34.8% | $105,223-48.4% | $67,986-20.1% |
| Participation rate | 42.0% | 56.3%-14.3pp | 75.0%-33.0pp | 57.2%-15.2pp |
| Annual return | 24.58% | 24.64%-0.1pp | 180.65%-156.1pp | 31.67%-7.1pp |
| Employer contribution / active EE | $2,529 | $2,541-0.5% | $3,689-31.4% | $2,019+25.3% |
| Participant deferral / active EE | $857 | $3,295-74.0% | $5,072-83.1% | $3,358-74.5% |
| Admin fee / account holder | $5,095 | $4,073+25.1% | $8,859-42.5% | $3,203+59.1% |